Building A Rule

Now that you've read the Introduction to the Rule Builder, you can start building rules. Using the data sent through your Talon.One integration, you have full flexibility to choose from a series of expressions to create rules for your promotional campaigns.

Every rule requires Conditions. The Conditions define the event or action that must occur before an Effect is triggered. This is the "If the customer does this..." element of your campaign's rule. You can choose between +Add Conditions or Always Trigger Effects.

NOTE: If you choose Always Trigger Effects the effects you select will trigger on every customer order.

Click +Add Conditions and a drop down will appear with a list possibilities. You can build Conditions using the following options:

A Coupon Code is valid*

A Referral Code is valid*

Select Attribute

Select system event trigger

Check if a custom attribute exists

*These effects will only appear in the menu when selected as features. Go to Settings to add Coupons or Referral features to your campaign.

Example 1.

To create a coupon campaign, select "A Coupon Code is Valid". To add more granularity to your rule, choose "Select Attribute" where you can search for any attribute to build your expression like "Session Total is greater than 100".

Example 2.

Create Conditions using Cart Item Filters to filter items in a cart (read more below). Click +Add Condition, choose "Select attribute" then search for your filter that you saved, for example if "Item Quantity_Sweater is greater than 1", then you will set the Effect to trigger any time a customer places a sweater in their basket.

Example 3.

Add Conditions based on events like customer signups. Select "System event trigger" then select Customer Account Registration to give a discount, free item or update a value (e.g., subscription) when a customer signs up for your service.

There are many more possibilities for creating Conditions, depending on what data you send Talon.One and your unique campaign goals. Check out more campaign ideas here.

Every rule requires Effects, which occur when ALL or SOME of the Conditions of a rule are validated to TRUE. When you select +Add Effects a drop down will appear with a list of possibilities to build your condition.

You can build Effects using the following options:

Set a per item discount

Set a discount

Update a value

Add item to cart

Set a notification

Create a referral code*

Create coupon*

Webhooks*

*These effects will only appear in the menu when selected as features. Go to Settings to add Coupons or Referral features to your campaign.

Example 1.

The most common type of Effect is "Set a discount", this will apply a discount to the customer's session when all the conditions are validated to true.

If you want to give a monetary discount for 10€ off, simply write the absolute value "10" in the empty field. To give a percentage discount, the formula will be "Session Total * 10%".

You can customize the formula in the value field of your discount to apply more precise effects. Use the blue "+" add variables button on the right to add any variable or attribute you have saved in Talon.One.

Example 2.

If you want to apply a discount to a specific item in a customer's cart instead of the entire basket amount, select "Set a per item discount" from the drop down. First you need to save a Cart Item Filter, then pick this filter. Read how to create a Per Item Discount here.

In the example below, the Cart Filter is "Pizza" and once you add this in the first field, the formula you enter in the Discount Value field will only apply to items in the Pizza filter.

Example 3.

To notify customers of special offers or rewards on your site, you can select the "Set notification" Effect and trigger a message. Read how to create a Notification As Effect here.

Remember these are just a few examples of what is possible with Effects, get in touch if you want to discuss more possibilities for your promotional campaigns.

The Filter Cart Items feature is located on the top corner of your rule template (above conditions). Create filters to sort and manipulate the items (data) in your customer’s cart to build more dynamic rules, then use these filters in your Conditions and/or Effects.

For example, if you want to give a discount on a specific item category like "Jackets", instead of a general discount on the total cart value. Read more about Filtering Cart Items here.

Follow these steps to Filter Cart Items:

Click Filter Cart Items

Choose a filter ("Set a filter condition" is the most popular first step)

Add more Filter Steps depending on your requirements

Name your Filter something obvious (e.g., Jacket_CartItems)

Click Save (it will appear as an available attribute in Conditions or Effects)

Use your Filter in Conditions or Effects

There are many possibilities when creating Cart Item Filters, so be sure to read more here or get in touch if you have questions.

5. Saving And Editing Rules

When you are finished building your rule, be sure to click Save. If you make a mistake or want to make changes you can easily edit your rule. Keep the following in mind:​

Click the Save button on the top right to save the entire rule

You can Activate your rule in the Campaign Dashboard once it is saved

To save a specific Condition or Effect, click the check symbol next to the expression

Click the garbage can to delete to delete a Condition or Effect

Click the arrows on the top right to go Back to a previous setup or Forward

Reorder your Conditions or Effects by dragging the hamburger icon on the left

Remember, campaigns can only be Activated once you save your rules with valid conditions and effects.

Conclusion

In this article you have learned what is required for building a rule in Talon.One. We have also covered a very small part of what is possible with Conditions, Effects and Cart Item Filters.

The Talon.One Rule Builder is designed to offer you maximum flexibility when creating promotional campaigns. However, this is only a glimpse of the functionality available with the Rule Builder.

If you have questions about building more complex rules, please get in touch! We are happy to support in creating the right rules for your promotional campaigns.